# K A Whitestone INC 401(k) Plan
Source: https://planprovider.pro/companies/k-a-whitestone-inc-020777615-001

> K A Whitestone INC's 401(k) plan: 16 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** K A Whitestone INC

- **Sponsor EIN:** 020777615

- **Sponsor Address:** 705 152ND ST STE 302, WHITESTONE, NY, 113571220

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 16

- **Total Assets:** $29

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|16|$29|$0|$0|

| 2024|6|$564,622|$157,008|$100,258|

| 2023|87|$558,972|$0|$80,231|

| 2022|77|$400,307|$0|$40,635|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PAYCHEX, INC.|Recordkeeper|$11,806|—|$11,806|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,806

- **Estimated Expense Ratio:** 40710.345% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$551,418|$1,393|$12,388|—|—|

| 2024|$406,798|—|—|—|—|

| 2023|$7,401|—|—|—|—|

| 2022|$15,801|—|—|—|—|

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